Industries Common Resources Developer Guide

Industries Common Resources
AI Accelerator
Business Rules Engine
Data Processing Engine, Batch Management, and Monitor Workflow Services
Discovery Framework
Decision Table
Intelligent Document Reader
Intelligent Document Reader Standard Objects
Intelligent Document Reader Business APIs
OCR Metadata API Types
OCR Tooling API Objects
Intelligent Form Reader
Interest Tagging
Omnistudio Business APIs
Record Alerts
Sentiment Insights
Associated Objects
IndustriesSettings
Industries Object Access by Community License
Access Industries Features Deployed Using Managed Packages
PDF

Newer Version Available

This content describes an older version of this product. View Latest

Intelligent Document Reader

Intelligent Document Reader provides optical character recognition to automatically extract data from external documents.
Available in: Lightning Experience
Available by default in: Enterprise and Developer Editions of Financial Services Cloud and Health Cloud.

You specify the data’s source form and then map the fields in the form to the equivalent fields in Salesforce. Use the extracted information to create or update record fields or to verify existing data. For example, check a birthdate in Salesforce against the birthdate in a scanned passport.